Private Wealth Advisor Senior
City National Bank of FloridaMiami, Florida, United States
Posted October 16, 2025
Full Time
About the Company
City National Bank of Florida is a leading financial institution founded in 1954, offering comprehensive banking services including private, small and mid-size business banking, wealth management, and investment solutions through City National Securities. With a commitment to diversity, equity, and inclusion, the bank provides brokerage, leasing, and software solutions while prioritizing client relationships and community growth.
Job Description
City National Bank of Florida is seeking a Senior Private Wealth Advisor to consult with clients and provide financial planning and investment management solutions. The role focuses on analyzing client goals, recommending appropriate investment strategies, and maintaining compliance with regulatory standards. The ideal candidate will have strong analytical and communication skills, and a passion for financial planning.
Requirements
- 8-10 years of customer-facing investment and financial profiling, planning and sales experience
- Demonstrated ability to learn and comprehend sophisticated financial planning concepts
- Excellent relationship management and client retention experience
- Strong knowledge of and ability to present investment, finance, and tax planning concepts
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Benefits
- Health Coverage
- Retirement Savings
- Paid Time Off & Holidays
- Wellness Support
- Competitive Benefits Package
